At P&A, we define a money-in-motion event to include the sale of a business, a retirement, an inheritance, or seeking a new advisor. If...
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2026 – 2nd Quarter Letter – Happy Birthday America
Happy Birthday, America! On July 4th, 2026, the United States of America turns 250 years old. More than a significant milestone, our country’s...
READ MORE 5 Financial Concepts for New Graduates
We are upon graduation season again, as evidenced by the number of announcements in the mailbox. What follows is an updated version of a blog...
READ MORE P&A Spotlight: Clay Finck
Questions & Answers with Clay Finck Where are you originally from? I grew up in a farming family in Falls City, NE. After high school, I...
READ MORE Give to Lincoln Day 2026
Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
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